BWX TechnologiesBWXT

13F holders, Q1 2025 (March 31)
606holders +11
81new positions
70sold out
8famous investors
$98.66avg. 13F price*

At the end of Q1 2025, 606 institutions reported holding BWX Technologies Inc. (BWXT) in their 13F filings, up 11 from Q4 2024. 81 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($944.5M), Vanguard Group Inc. ($927.7M) and T. Rowe Price Investment Management, Inc. ($444.3M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Cathie Wood (0.1% of ARK Investment Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
BWX Technologies Inc.
CUSIP
05605H100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 479Q1 2024Q2 2024: 496Q2 2024Q3 2024: 548Q3 2024Q4 2024: 595Q4 2024Q1 2025: 606Q1 2025Q2 2025: 651Q2 2025Q3 2025: 703Q3 2025Q4 2025: 760Q4 2025Q1 2026: 830Q1 2026Q2 2026: 855Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions81$112.9M
Exits70$334.9M

All 13F filers, Q4 2024 → Q1 2025: 9,924,880 shares bought and 10,185,259 shares sold, net −260,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 606 holders

BlackRock, Inc. 0.02% Add +2.4% 9,574,520 $944.5M
Vanguard Group Inc. 0.02% Add +2.1% 9,404,287 $927.7M
T. Rowe Price Investment Management, Inc. 0.29% Add +19.7% 4,503,679 $444.3M
State Street Corp. 0.02% Add +3.6% 3,907,831 $385.5M
Franklin Resources Inc. 0.07% Add +4.4% 2,417,939 $238.5M
Snyder Capital Management L P 3.93% Reduce -2.8% 1,823,543 $179.9M
Geode Capital Management, LLC 0.01% Add +4.7% 1,739,423 $171.6M
Bank of New York Mellon Corp 0.03% Reduce -2.9% 1,339,858 $132.2M
FMR LLC 0.01% Add +1.4% 1,280,948 $126.4M
Dimensional Fund Advisors LP 0.03% Add +11.9% 1,211,624 $119.5M
First Trust Advisors LP 0.10% Add +29.1% 1,172,653 $115.7M
Barrow Hanley Mewhinney & Strauss LLC 0.40% Reduce -1.7% 1,117,301 $110.2M
Bessemer Group Inc. 0.18% Add +1.6% 1,038,223 $102.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.7% 1,024,034 $101.0M
Westwood Holdings Group Inc. 0.72% Add +279.0% 958,563 $94.6M
Clearbridge Investments, LLC 0.08% Add +3.5% 930,661 $91.8M
Morgan Stanley 0.01% Reduce -1.7% 892,427 $88.0M
Fiera Capital Corp 0.31% Reduce -0.2% 867,312 $85.6M
Northern Trust Corp. 0.01% Add +2.1% 832,615 $82.1M
Bank of America Corp. 0.01% Add +16.3% 823,117 $81.2M
Alliancebernstein L.P. 0.03% Add +2.5% 818,418 $80.7M
Blair William & Co. 0.23% Add +84.3% 782,991 $77.2M
Mawer Investment Management Ltd. 0.37% Reduce -3.0% 778,951 $76.8M
Thrivent Financial for Lutherans 0.16% Add +1.3% 736,682 $72.7M
Macquarie Group Ltd. 0.09% Add +86.6% 703,559 $69.4M
Copeland Capital Management, LLC 1.38% Reduce -2.6% 698,037 $68.9M
Schroder Investment Management Group 0.07% Add +21.6% 671,772 $66.6M
Invesco Ltd. 0.01% Reduce -41.7% 666,263 $65.7M
Raymond James Financial Inc. 0.02% Add +4.7% 655,604 $64.7M
Marshall Wace, LLP 0.08% Add +87.0% 632,327 $62.4M
Citadel Advisors 0.06% Add +151.7% 630,945 $62.2M
Arrowstreet Capital, Limited Partnership 0.05% Add +21.4% 572,081 $56.4M
Van Eck Associates Corp. 0.07% Reduce -60.1% 562,577 $55.5M
Vaughan Nelson Investment Management, L.P. 0.55% Add +13.9% 555,300 $54.8M
Stephens Investment Management Group LLC 0.75% Add +16.6% 523,722 $51.7M
ZWJ Investment Counsel Inc. 2.03% Reduce -1.3% 506,563 $50.0M
Wellington Management Group LLP 0.01% Reduce -75.6% 473,796 $46.7M
American Century Companies Inc. 0.03% Reduce -39.6% 462,603 $45.6M
Baird Financial Group, Inc. 0.09% Add +35.6% 460,326 $45.4M
Davidson Kempner Capital Management LP 0.86% Reduce -1.0% 452,493 $44.6M
Shapiro Capital Management LLC 1.80% Reduce -1.2% 443,048 $43.7M
Qube Research & Technologies Ltd 0.07% Add +16.8% 432,686 $42.7M
UBS Group AG 0.01% Reduce -41.1% 426,604 $42.1M
Ameriprise Financial Inc. 0.01% Add +142.5% 421,646 $41.6M
Royal Bank of Canada 0.01% Add +65.8% 420,004 $41.4M
T. Rowe Price Associates Inc. 0.01% Reduce -9.3% 411,682 $40.6M
Ensign Peak Advisors, Inc 0.07% Add +1.1% 394,307 $38.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +61.8% 370,935 $36.6M
Janus Henderson Group PLC 0.02% Add +1.2% 354,704 $35.2M
TD Asset Management Inc 0.03% Add +25.4% 343,600 $33.9M
Silvercrest Asset Management Group LLC 0.23% Add +0.5% 332,658 $32.8M
Anchor Capital Advisors LLC 0.97% Reduce -4.0% 329,319 $32.5M
Harvey Partners, LLC 3.85% Reduce -6.8% 329,000 $32.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.2% 326,414 $32.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6116.6% 323,326 $31.9M
Amova Asset Management Americas, Inc. 0.40% New 317,468 $31.3M
JPMorgan Chase & Co. 0.00% Add +9.2% 317,361 $31.3M
Sapient Capital LLC 0.62% Reduce -1.0% 317,158 $31.3M
RPG Investment Advisory, LLC 2.19% Add +3417.9% 310,280 $30.6M
Jennison Associates LLC 0.02% Reduce -2.4% 308,106 $30.4M
California Public Employees Retirement System 0.02% Reduce -7.0% 305,744 $30.2M
New York State Common Retirement Fund 0.04% Reduce -23.9% 298,639 $29.5M
Renaissance Technologies 0.04% Add +57.0% 295,100 $29.1M
Loomis Sayles & Co. L P 0.04% Reduce -2.2% 292,415 $28.8M
Wells Fargo & Company 0.01% Add +1.6% 290,670 $28.7M
Nicholas Investment Partners, LP 3.29% Reduce -11.1% 287,913 $28.4M
Chescapmanager LLC 5.86% Reduce -1.2% 285,059 $28.1M
Bridges Investment Management Inc. 0.40% Reduce -3.9% 282,812 $27.9M
Tudor Investment Corporation 0.24% Add +1235.4% 277,395 $27.4M
Stifel Financial Corp. 0.03% Add +0.5% 275,542 $27.2M
CANADA LIFE ASSURANCE Co 0.05% Add +32.9% 273,609 $27.0M
Frontier Capital Management Co. LLC 0.29% Reduce -12.4% 266,208 $26.3M
Nuveen, LLC 0.01% — 257,947 $25.4M
Envestnet Asset Management Inc. 0.01% Add +3.0% 252,887 $24.9M
Capital Research Global Investors 0.01% No change 250,845 $24.7M
William Blair Investment Management, LLC 0.07% Reduce -82.0% 243,461 $24.0M
Rhumbline Advisers 0.02% Reduce -1.0% 242,924 $24.0M
Minneapolis Portfolio Management Group, LLC 3.32% Add +37.4% 241,985 $23.9M
Segra Capital Management, LLC 11.43% Add +89.5% 236,370 $23.3M
Jane Street Group, LLC 0.04% Add +125.8% 224,735 $22.2M
Squarepoint Ops LLC 0.05% Add +1669.6% 223,576 $22.1M
Sei Investments Co. 0.03% Add +17.9% 214,392 $21.2M
Principal Financial Group Inc. 0.01% Add +0.2% 210,742 $20.8M
Deutsche Bank AG 0.01% Add +18.2% 204,334 $20.2M
BNP Paribas Financial Markets 0.02% Add +123.1% 201,642 $19.9M
Citigroup Inc. 0.01% Add +74.0% 198,700 $19.6M
Artemis Investment Management LLP 0.30% New 195,952 $19.3M
Millennium Management 0.02% Add +427.7% 182,994 $18.1M
Philadelphia Trust Co. 1.52% Add +0.1% 179,631 $17.7M
Swiss National Bank 0.01% Reduce -1.5% 177,100 $17.5M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -3.1% 171,362 $17.0M
Balyasny Asset Management L.P. 0.04% Reduce -81.5% 169,195 $16.7M
Cresset Asset Management, LLC 0.08% Add +3.5% 166,382 $16.4M
Barclays PLC 0.01% Reduce -23.6% 164,155 $16.2M
Canada Pension Plan Investment Board 0.02% Add +194.0% 157,900 $15.6M
Royce & Associates LP 0.17% Add +6.8% 154,392 $15.2M
Vident Advisory, LLC 0.21% Add +149.2% 148,880 $14.7M
Legal & General Group Plc 0.00% Add +5.3% 143,778 $14.2M
Natixis Advisors, LLC 0.03% Reduce -3.0% 143,362 $14.1M
Goldman Sachs Group Inc. 0.00% Add +0.3% 141,680 $14.0M
Algert Global LLC 0.34% Add +2.1% 140,322 $13.8M
Two Sigma Investments, LP 0.03% Add +147.6% 138,274 $13.6M
McGowan Group Asset Management, Inc. 1.69% Reduce -0.1% 127,348 $12.6M
SG Americas Securities, LLC 0.04% Add +7014.4% 126,993 $12.5M
Moore Capital Management, LP 0.48% Add +73.5% 124,566 $12.3M
Retirement Systems of Alabama 0.05% Add +0.1% 123,377 $12.2M
King Luther Capital Management Corp. 0.06% Add +13.6% 122,349 $12.1M
ARK Investment Management 0.12% Add +28.3% 121,764 $12.0M
Susquehanna Fundamental Investments, LLC 0.20% Reduce -5.1% 119,841 $11.8M
ArrowMark Colorado Holdings LLC 0.19% Add +12.2% 119,223 $11.8M
Levin Capital Strategies, L.P. 1.17% Reduce -3.7% 111,274 $11.0M
Covea Finance 0.49% Reduce -16.9% 108,292 $10.7M
Atika Capital Management LLC 1.63% No change 107,400 $10.6M
Harbor Capital Advisors, Inc. 0.47% Reduce -14.9% 105,507 $10.4M
D. E. Shaw & Co. 0.01% Add +104.7% 104,142 $10.3M
Corebridge Financial, Inc. 0.06% Reduce -2.4% 101,207 $10.0M
State Board of Administration of Florida Retirement System 0.02% Reduce -5.7% 100,278 $9.9M
AQR Capital Management 0.01% Reduce -10.4% 101,385 $9.9M
Telemark Asset Management, LLC 1.29% No change 100,000 $9.9M
Driehaus Capital Management LLC 0.09% Reduce -43.4% 98,391 $9.7M
Ceredex Value Advisors LLC 0.21% Add +11.8% 97,200 $9.6M
Pinnacle Associates Ltd. 0.14% Reduce -1.4% 96,796 $9.5M
Chevy Chase Trust Holdings, LLC 0.03% New 92,171 $9.1M
Russell Investments Group, Ltd. 0.01% Add +28.8% 91,034 $9.0M
California State Teachers Retirement System 0.01% Add +1.7% 86,939 $8.6M
Sanctuary Advisors, LLC 0.06% Reduce -0.0% 84,897 $8.4M
Magnetar Financial LLC 0.12% Add +143.2% 82,150 $8.1M
Aquatic Capital Management LLC 0.20% Add +434.6% 81,139 $8.0M
Cubist Systematic Strategies, LLC 0.10% Add +66.7% 79,594 $7.9M
FIL Ltd 0.01% Reduce -82.6% 78,230 $7.7M
Federated Hermes, Inc. 0.02% Add +802.1% 78,107 $7.7M
Gotham Asset Management 0.06% Add +290.7% 75,656 $7.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.8% 74,328 $7.3M
Victory Capital Management Inc. 0.01% Reduce -1.8% 72,643 $7.2M
Curi Capital, LLC 0.17% Add +3.5% 70,384 $6.9M
Edgestream Partners, L.P. 0.22% New 66,521 $6.6M
Pier Capital, LLC 1.10% Add +4.7% 66,339 $6.5M
OneDigital Investment Advisors LLC 0.07% Add +15.6% 62,577 $6.2M
Neuberger Berman Group LLC 0.01% Reduce -36.3% 60,648 $6.0M
Engineers Gate Manager LP 0.09% Add +22.4% 55,440 $5.5M
Oak Family Advisors, LLC 2.21% Reduce -0.1% 53,996 $5.3M
Jump Financial, LLC 0.08% Add +901.4% 53,875 $5.3M
ExodusPoint Capital Management, LP 0.07% New 53,726 $5.3M
MetLife Investment Management, LLC 0.03% Reduce -1.5% 51,581 $5.1M
State of Alaska, Department of Revenue 0.06% Add +0.6% 50,753 $5.0M
Pinebridge Investments, L.P. 0.04% Reduce -31.5% 50,282 $5.0M
American Trust Investment Advisors, LLC 2.04% Add +0.1% 49,413 $4.9M
Intech Investment Management LLC 0.05% Add +270.8% 48,298 $4.8M
LPL Financial LLC 0.00% Reduce -12.7% 47,630 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -2.6% 47,064 $4.6M
State of Wisconsin Investment Board 0.01% Reduce -32.3% 47,033 $4.6M
Builder Investment Group Inc. 1.31% Reduce -0.4% 46,825 $4.6M
Quantinno Capital Management LP 0.03% Reduce -28.7% 46,187 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +10.6% 45,649 $4.5M
Trexquant Investment LP 0.05% Reduce -40.9% 44,706 $4.4M
Demars Financial Group, LLC 1.82% Add +8.2% 43,550 $4.3M
Amalgamated Bank 0.04% Reduce -4.4% 43,389 $4.3M
Stonebridge Financial Group, LLC 0.46% Add +3782.6% 43,369 $4.3M
Sequoia Financial Advisors, LLC 0.03% Add +9.4% 43,322 $4.3M
Meeder Asset Management Inc. 0.28% Add +6.5% 42,249 $4.2M
Treasurer of the State of North Carolina 0.02% Add +4.1% 41,715 $4.1M
Prudential Financial Inc. 0.01% Add +64.5% 40,040 $3.9M
Captrust Financial Advisors 0.01% Add +33.1% 38,331 $3.8M
Bahl & Gaynor LLC 0.02% Reduce -1.9% 38,290 $3.8M
Paradoxiom Capital L.P. 2.37% Reduce -56.4% 37,069 $3.7M
State of Tennessee, Department of Treasury 0.01% Add +13.9% 37,053 $3.7M
Naples Global Advisors, LLC 0.34% Add +9.7% 36,785 $3.6M
Point72 Hong Kong Ltd 0.24% Reduce -50.6% 34,524 $3.4M
Comerica Bank 0.01% Reduce -8.1% 34,216 $3.4M
Assetmark, Inc. 0.01% Add +2.9% 34,126 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.8% 33,088 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +343.9% 33,063 $3.3M
Verition Fund Management LLC 0.02% Reduce -68.6% 32,936 $3.2M
Exchange Traded Concepts, LLC 0.06% Add +13.2% 32,345 $3.2M
Compass Wealth Management LLC 0.79% Add +13.9% 31,435 $3.1M
Strategic Planning Group, LLC 0.60% Add +16.2% 31,335 $3.1M
STRS Ohio 0.01% Add +14.3% 31,100 $3.1M
Teacher Retirement System of Texas 0.01% Reduce -6.8% 30,967 $3.1M
Public Employees Retirement System of Ohio 0.01% Reduce -9.5% 30,950 $3.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.6% 30,847 $3.0M
Bank of Montreal 0.00% Add +7.0% 30,393 $3.0M
Voleon Capital Management LP 0.23% New 30,261 $3.0M
Sit Investment Associates Inc. 0.07% New 30,175 $3.0M
Quantbot Technologies LP 0.09% New 29,656 $2.9M
Navellier & Associates Inc. 0.38% Reduce -7.8% 24,871 $2.8M
Independent Advisor Alliance 0.09% Add +0.0% 28,180 $2.8M
L & S Advisors Inc 0.39% Add +4.1% 27,817 $2.7M
XTX Topco Ltd 0.14% New 27,774 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 27,583 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.6% 27,520 $2.7M
Rockefeller Capital Management L.P. 0.01% Add +27.0% 27,333 $2.7M
PFG Advisors 0.15% Add +55.0% 27,147 $2.7M
Qsemble Capital Management, LP 0.28% Reduce -30.1% 26,926 $2.7M
Legato Capital Management LLC 0.36% Reduce -8.5% 26,875 $2.7M
Caisse Des Depots Et Consignations 0.13% No change 26,501 $2.6M
Tidal Investments LLC 0.02% Add +32.3% 26,427 $2.6M
Arizona State Retirement System 0.02% Reduce -1.1% 26,230 $2.6M
Louisiana State Employees Retirement System 0.05% Add +0.8% 25,600 $2.5M
Bantamac Capital, LLC 1.20% Add +9.2% 25,266 $2.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 25,200 $2.5M
Bokf, NA 0.04% Add +8.7% 25,095 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +5.4% 25,034 $2.5M
Orion Portfolio Solutions, LLC 0.02% Add +5.4% 25,034 $2.5M
Arkfeld Wealth Strategies, L.L.C. 1.05% Add +24.4% 23,314 $2.4M
Hilton Capital Management, LLC 0.20% Add +61.7% 24,349 $2.4M
Synovus Financial Corp. 0.03% Add +32.6% 24,249 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +23.6% 24,252 $2.4M
Aristides Capital LLC 0.86% No change 23,540 $2.3M
GAM Holding AG 0.18% Add +29.7% 23,271 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -11.0% 22,695 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +66.2% 22,600 $2.2M
Man Group plc 0.01% Add +316.5% 22,385 $2.2M
Inspire Investing, LLC 0.26% Add +3.7% 21,900 $2.2M
State of Michigan Retirement System 0.01% Add +0.9% 21,900 $2.2M
Campbell & CO Investment Adviser LLC 0.17% Reduce -48.4% 21,891 $2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 21,859 $2.2M
Cetera Investment Advisers 0.00% Reduce -15.2% 21,841 $2.2M
Essex Investment Management Co. LLC 0.44% Reduce -8.4% 21,526 $2.1M
Korea Investment CORP 0.01% New 21,149 $2.1M
Signaturefd, LLC 0.04% Reduce -7.2% 20,542 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 20,333 $2.0M
New York State Teachers Retirement System 0.00% No change 20,100 $2.0M
Voloridge Investment Management, LLC 0.01% New 19,941 $2.0M
Advisor Resource Council 0.16% New 21,582 $1.9M
Simplex Trading, LLC 0.07% Add +42.2% 19,523 $1.9M
Narwhal Capital Management 0.17% Reduce -9.5% 18,991 $1.9M
Two Sigma Advisers, LP 0.00% Reduce -9.6% 18,800 $1.9M
Voya Investment Management LLC 0.00% Reduce -29.2% 18,788 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +41.0% 18,761 $1.9M
Composition Wealth, LLC 0.04% Add +0.8% 18,669 $1.8M
Oregon Public Employees Retirement Fund 0.04% Add +0.3% 18,640 $1.8M
New Age Alpha Advisors, LLC 0.08% Reduce -5.4% 18,584 $1.8M
New Mexico Educational Retirement Board 0.06% No change 18,300 $1.8M
M&T Bank Corp 0.01% Reduce -68.6% 18,167 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.8% 17,992 $1.8M
Bullseye Asset Management LLC 0.93% No change 17,486 $1.7M
Focus Partners Wealth 0.00% Reduce -10.6% 17,436 $1.7M
Stephens Inc. 0.03% Add +5.2% 17,394 $1.7M
HRT Financial LP 0.01% Add +796.0% 17,301 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,564 $1.6M
VELA Investment Management, LLC 0.56% No change 16,423 $1.6M
MRP Capital Investments, LLC 1.49% Add +0.9% 16,204 $1.6M
HighTower Advisors, LLC 0.00% Reduce -2.5% 15,581 $1.5M
Fox Run Management, L.L.C. 0.23% Add +132.2% 15,263 $1.5M
Snowden Capital Advisors LLC 0.05% Reduce -23.8% 15,194 $1.5M
Torray Investment Partners LLC 0.22% Reduce -0.2% 15,153 $1.5M
Occudo Quantitative Strategies LP 0.19% New 14,696 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 14,517 $1.4M
Brown Advisory Inc. 0.00% Reduce -3.4% 14,207 $1.4M
Pictet Asset Management Holding SA 0.00% Add +3.8% 14,051 $1.4M
Illinois Municipal Retirement Fund 0.02% No change 14,020 $1.4M
Floyd Financial Group LLC 1.23% Reduce -20.4% 13,784 $1.4M
Osaic Holdings, Inc. 0.00% Add +36.6% 13,709 $1.4M
Financial Sense Advisors, Inc. 0.38% Add +3.1% 13,600 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -0.3% 13,592 $1.3M
Cerity Partners LLC 0.00% Reduce -21.7% 13,368 $1.3M
Heartland Advisors Inc. 0.07% Reduce -26.8% 13,128 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Add +7.7% 13,040 $1.3M
Clough Capital Partners L P 0.16% Reduce -11.0% 12,800 $1.3M
Denali Advisors LLC 0.14% Reduce -71.5% 12,677 $1.3M
NEOS Investment Management LLC 0.02% Add +261.0% 12,564 $1.2M
Pacific Capital Partners Ltd 0.78% Reduce -44.4% 12,500 $1.2M
Bank of Nova Scotia 0.00% New 12,490 $1.2M
US Bancorp \de 0.00% Add +20.1% 12,352 $1.2M
Mariner, LLC 0.00% Reduce -6.1% 12,243 $1.2M
Tema ETFs LLC 0.36% Add +275.2% 12,186 $1.2M
Xponance LLC 0.01% Add +1.4% 12,176 $1.2M
Rice Hall James & Associates, LLC 0.07% Add +0.2% 11,994 $1.2M
Inceptionr LLC 0.35% New 11,959 $1.2M
Barbara Oil Co. 0.47% Add +104.8% 11,675 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +52.6% 11,460 $1.1M
NorthCoast Asset Management LLC 0.01% Reduce -30.5% 11,291 $1.1M
Virtu Financial LLC 0.06% Reduce -51.4% 11,156 $1.1M
Arosa Capital Management LP 0.72% New 11,000 $1.1M
TCFG Wealth Management, LLC 0.54% Add +21.1% 10,800 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -59.9% 10,724 $1.1M
Freemont Management S.A. 0.41% Reduce -9.3% 10,700 $1.1M
Holocene Advisors, LP 0.00% New 10,402 $1.0M
Adalta Capital Management LLC 0.54% Add +119.0% 10,335 $1.0M
Martingale Asset Management L P 0.03% Add +267.5% 10,308 $1.0M
Versor Investments LP 0.16% New 10,137 $1.0M
Klein Pavlis & Peasley Financial, Inc. 0.71% Add +8.2% 9,854 $990K
Kore Advisors LP 0.91% No change 10,000 $987K
Centiva Capital, LP 0.06% Reduce -49.5% 9,946 $981K
CastleKnight Management LP 0.11% Reduce -15.5% 9,800 $967K
Public Employees Retirement Association of Colorado 0.00% No change 9,679 $955K
Pecaut & Co. 0.32% No change 9,635 $950K
Scientech Research LLC 0.25% New 9,583 $945K
Van Hulzen Asset Management, LLC 0.09% Add +95290.0% 9,539 $941K
Secured Retirement Advisors, LLC 0.61% Add +36.6% 9,523 $939K
Banque Cantonale Vaudoise 0.04% — 9,298 $917K
Nebula Research & Development LLC 0.08% Add +78.1% 9,163 $904K
Quadrature Capital Ltd 0.02% Reduce -52.7% 8,863 $875K
Truist Financial Corp. 0.00% Reduce -19.0% 8,645 $853K
Legacy Wealth Asset Management, LLC 0.22% Reduce -2.9% 8,155 $804K
Landscape Capital Management, L.L.C. 0.07% New 8,091 $798K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.1% 7,931 $782K
Counterpoint Mutual Funds LLC 0.11% New 7,744 $764K
Princeton Capital Management LLC 0.27% Add +6.3% 7,680 $758K
Skylands Capital, LLC 0.11% New 7,650 $755K
Creative Planning 0.00% Reduce -0.3% 7,557 $746K
Beacon Pointe Advisors, LLC 0.01% Add +48.7% 7,521 $742K
NJ State Employees Deferred Compensation Plan 0.09% No change 7,500 $740K
AlphaQuest LLC 0.08% Add +42.1% 7,485 $738K
Merrion Investment Management Co, LLC 0.53% Reduce -0.3% 7,470 $737K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.2% 7,309 $721K
Oppenheimer Asset Management Inc. 0.01% Reduce -3.4% 7,267 $717K
Main Management ETF Advisors, LLC 0.03% New 7,207 $711K
Avantax Advisory Services, Inc. 0.00% Add +2.0% 7,136 $704K
Securian Asset Management, Inc. 0.02% No change 6,913 $682K
Graham Capital Management, L.P. 0.03% New 6,831 $674K
Aster Capital Management (DIFC) Ltd 0.12% Add +1521.5% 6,470 $673K
Atria Investments, Inc 0.01% Add +11.5% 6,704 $661K
Cooper Financial Group 0.09% Reduce -0.7% 6,573 $648K
Fulton Bank, N.A. 0.03% Add +4.6% 6,544 $646K
Portland Investment Counsel Inc. 0.19% Add +62.5% 6,500 $641K
Gsa Capital Partners LLP 0.06% Add +12.8% 6,453 $637K
Veracity Capital LLC 0.25% Reduce -40.7% 6,417 $633K
Advisors Asset Management, Inc. 0.01% Reduce -3.3% 6,414 $633K
Concurrent Investment Advisors, LLC 0.02% Add +20.6% 6,381 $630K
Venturi Wealth Management, LLC 0.03% Reduce -12.9% 6,212 $613K
Point72 (DIFC) Ltd 0.06% Add +46.8% 6,187 $610K
United Services Automobile Association 0.02% New 6,046 $600K
Iams Wealth Management, LLC 0.27% Add +35.4% 6,043 $596K
Callan Family Office, LLC 0.04% Reduce -0.0% 6,020 $594K
Argent Trust Co 0.02% Reduce -6.9% 5,953 $587K
Aubrey Capital Management Ltd 0.23% New 5,900 $585K
Prospera Financial Services Inc 0.01% Add +38.5% 5,923 $584K
Corient Private Wealth LP 0.00% New 5,811 $573K
Keeley-Teton Advisors, LLC 0.07% Add +0.2% 5,674 $560K
Crossmark Global Holdings, Inc. 0.01% Add +0.3% 5,636 $556K
&partners 0.01% Add +58.2% 5,573 $553K
FCG Investment Co 0.34% New 5,557 $548K
Park Avenue Securities LLC 0.01% Add +11.4% 5,508 $543K
Wolverine Trading, LLC 0.02% Reduce -84.0% 5,389 $535K
Williams Jones Wealth Management, LLC. 0.01% No change 5,057 $499K
Curbstone Financial Management Corp 0.10% Reduce -3.8% 5,050 $498K
Mackenzie Financial Corp. 0.00% Add +42.8% 4,964 $490K
Allianz Asset Management GmbH 0.00% New 4,928 $486K
Utah Retirement Systems 0.01% No change 4,900 $483K
Point72 Asia (Singapore) Pte. Ltd. 0.13% Add +3022.4% 4,871 $481K
O'shaughnessy Asset Management, LLC 0.00% Add +9.4% 4,854 $479K
MML Investors Services, LLC 0.00% Reduce -17.2% 4,745 $468K
Yorktown Management & Research Co Inc 0.50% No change 4,700 $464K
Bayesian Capital Management, LP 0.08% New 4,700 $464K
Sowell Financial Services LLC 0.02% New 4,667 $460K
Valeo Financial Advisors, LLC 0.01% Add +14.4% 4,507 $445K
Toronto Dominion Bank 0.00% Reduce -1.4% 4,464 $440K
Knollwood Investment Advisory, LLC 0.05% No change 4,460 $440K
Oak Thistle LLC 0.09% Reduce -71.9% 4,455 $439K
Empowered Funds, LLC 0.01% Reduce -8.3% 4,440 $438K
CI Investments Inc. 0.00% Add +85.9% 4,383 $432K
Nisa Investment Advisors, LLC 0.00% No change 4,370 $431K
Pathstone Holdings, LLC 0.00% Reduce -48.4% 4,346 $429K
Coppell Advisory Solutions LLC 0.06% Reduce -7.7% 3,899 $426K
Connective Capital Management, LLC 0.39% Add +20.3% 4,296 $424K
Maryland State Retirement & Pension System 0.01% Reduce -18.2% 4,261 $420K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.3% 4,186 $413K
Sherbrooke Park Advisers LLC 0.19% New 4,131 $408K
Sterling Capital Management LLC 0.01% Reduce -11.0% 4,096 $404K
iSAM Funds (UK) Ltd 0.20% Reduce -5.2% 4,089 $403K
Stamos Capital Partners, L.P. 0.10% New 4,056 $400K
KBC Group NV 0.00% Add +10.1% 4,030 $398K
Petra Financial Advisors Inc. 0.33% Reduce -0.7% 4,019 $396K
Pettyjohn, Wood & White, Inc. 0.08% Add +14.2% 4,012 $396K
Keybank National Association 0.00% Add +28.5% 3,963 $391K
Catalyst Funds Management Pty Ltd 0.10% New 3,960 $391K
Aigen Investment Management, LP 0.06% Add +13.8% 3,956 $390K
Integrated Wealth Concepts LLC 0.00% Add +2.0% 3,944 $389K
State of Wyoming 0.05% Add +4.8% 3,940 $389K
ProShare Advisors LLC 0.00% Reduce -8.9% 3,895 $384K
Vontobel Holding Ltd. 0.00% New 3,886 $383K
Bayforest Capital Ltd 0.17% Add +641.3% 3,877 $382K
Golden State Wealth Management, LLC 0.06% Add +8.1% 3,865 $381K
Huntleigh Advisors, Inc. 0.06% Add +2.3% 3,842 $379K
First Manhattan Co. Llc. 0.00% Reduce -5.3% 3,600 $355K
Harbour Capital Advisors, LLC 0.09% Add +63.1% 3,710 $354K
CHICAGO TRUST Co NA 0.07% New 3,585 $354K
HB Wealth Management, LLC 0.00% New 3,578 $353K
Capital Investment Advisory Services, LLC 0.03% Add +1.5% 3,465 $342K
Wexford Capital LP 0.09% Add +53.0% 3,449 $340K
Leonteq Securities AG 0.03% Add +1312.9% 3,405 $336K
Oak Hill Wealth Advisors, LLC 0.08% Reduce -36.2% 3,350 $330K
Clearstead Advisors, LLC 0.01% Add +1.9% 3,345 $330K
AlTi Global, Inc. 0.01% Add +0.1% 3,312 $327K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -6.0% 3,300 $326K
IFP Advisors, Inc 0.01% Reduce -1.4% 3,292 $325K
Shelton Capital Management 0.01% Reduce -4.8% 3,284 $324K
Petrus Trust Company, LTA 0.03% New 3,235 $319K
Dynamic Technology Lab Private Ltd 0.05% New 3,231 $319K
AE Wealth Management LLC 0.00% New 3,182 $314K
Diversify Advisory Services, LLC 0.02% Add +0.8% 2,860 $312K
HSBC Holdings PLC 0.00% Reduce -16.7% 3,186 $312K
Farringdon Capital, Ltd. 0.16% New 3,152 $311K
Fifth Third Bancorp 0.00% Add +9.8% 3,136 $309K
Pitcairn Co. 0.02% Reduce -8.8% 3,114 $307K
True Wealth Design, LLC 0.12% Add +47.0% 3,108 $307K
Daymark Wealth Partners, LLC 0.01% Add +0.1% 3,105 $306K
Caxton Associates LLP 0.01% — 3,078 $304K
Brookmont Capital Management 0.17% Add +1.0% 3,024 $298K
Headlands Technologies LLC 0.03% Add +240.7% 3,015 $297K
Synergy Asset Management, LLC 0.04% New 3,000 $296K
Oak Associates Ltd. 0.02% No change 3,000 $296K
Mercer Global Advisors Inc. 0.00% Add +1.7% 2,895 $286K
Jones Financial Companies LLLP 0.00% Add +57.0% 2,866 $284K
CIBC Asset Management Inc 0.00% Add +1.9% 2,861 $282K
111 Capital 0.05% Reduce -12.6% 2,859 $282K
JT Stratford LLC 0.05% Reduce -69.9% 2,855 $282K
Kestra Advisory Services, LLC 0.00% Add +7.4% 2,826 $279K
Personal Cfo Solutions, LLC 0.06% Reduce -7.3% 2,822 $278K
Susquehanna International Group, LLP 0.00% Reduce -37.6% 2,783 $275K
Coldstream Capital Management Inc. 0.01% Reduce -3.0% 2,782 $274K
Guggenheim Capital LLC 0.00% Reduce -12.4% 2,773 $274K
MAI Capital Management 0.00% Reduce -0.6% 2,716 $268K
Brown Brothers Harriman & Co. 0.00% Reduce -2.4% 2,706 $267K
Phraction Management LLC 0.10% New 2,700 $266K
Horizon Kinetics Asset Management LLC 0.00% Reduce -0.9% 2,665 $263K
Intrua Financial, LLC 0.04% Add +3.9% 2,625 $259K
Ground Swell Capital, LLC 0.61% New 2,612 $258K
Moneywise, Inc. 0.14% No change 2,586 $255K
Twinbeech Capital LP 0.00% Reduce -97.5% 2,584 $255K
MQS Management LLC 0.14% New 2,558 $252K
Cwm, LLC 0.00% Reduce -2.6% 2,540 $251K
Brown Miller Wealth Management, LLC 0.09% No change 2,516 $248K
Kestra Private Wealth Services, LLC 0.00% Reduce -39.3% 2,489 $246K
Beacon Financial Advisory LLC 0.07% No change 2,469 $244K
Heritage Investment Group, Inc. 0.04% No change 2,400 $237K
Western Wealth Management, LLC 0.02% New 2,391 $236K
Arax Advisory Partners 0.02% Add +178.6% 2,390 $236K
FourThought Financial Partners, LLC 0.02% No change 2,382 $235K
Morse Asset Management, Inc 0.06% Reduce -4.0% 2,375 $234K
Bridgefront Capital, LLC 0.07% Reduce -53.2% 2,356 $232K
Hancock Whitney Corp. 0.01% Add +2.4% 2,354 $232K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.1% 2,339 $231K
Cibc World Market Inc. 0.00% New 2,327 $230K
Commerce Bank 0.00% Add +6.9% 2,313 $228K
Walleye Capital LLC 0.00% Reduce -82.4% 2,310 $228K
Monetary Management Group Inc. 0.06% New 2,300 $227K
Hilltop Holdings Inc. 0.01% Add +5.1% 2,268 $224K
Clear Creek Financial Management, LLC 0.02% New 2,255 $223K
Tower Research Capital LLC (TRC) 0.01% Reduce -64.0% 2,253 $222K
PharVision Advisers, LLC 0.31% New 2,242 $221K
Profund Advisors LLC 0.01% Reduce -1.4% 2,235 $220K
Moody Aldrich Partners LLC 0.05% Reduce -58.9% 2,216 $219K
CW Advisors, LLC 0.00% Reduce -2.0% 2,204 $218K
Lincoln Capital LLC 0.05% Add +8.7% 2,123 $217K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -3.5% 2,170 $214K
Cadinha & Co. LLC 0.05% Reduce -96.7% 2,157 $213K
Gateway Investment Advisers LLC 0.00% Add +6.0% 2,154 $212K
Two Sigma Securities, LLC 0.03% New 2,145 $212K
Teza Capital Management LLC 0.10% New 2,138 $211K
Heritage Investors Management Corp. 0.01% No change 2,104 $208K
Financial Advocates Investment Management 0.01% New 2,054 $203K
Merit Financial Group, LLC 0.00% New 2,045 $202K
CIBC Private Wealth Group LLC 0.00% Add +13.7% 2,160 $201K
Altshuler Shaham Ltd 0.00% Add +218.4% 1,993 $197K
Shell Asset Management Co. 0.01% Add +3.1% 1,990 $196K
Sunbelt Securities, Inc. 0.02% Reduce -12.2% 1,938 $191K
Group One Trading LLC 0.01% Reduce -87.2% 1,924 $190K
Centaurus Financial, Inc. 0.01% Add +2.9% 1,894 $187K
Wilmington Savings Fund Society, FSB 0.00% No change 1,800 $178K
GAMMA Investing LLC 0.01% Reduce -2.9% 1,598 $158K
Geneos Wealth Management Inc. 0.01% Add +33.7% 1,517 $150K
10Elms LLP 0.18% No change 1,506 $149K
Parallel Advisors, LLC 0.00% Reduce -7.7% 1,408 $139K
Icon Wealth Advisors, LLC 0.01% Add +49.1% 1,346 $133K
Versant Capital Management, Inc 0.02% Reduce -0.1% 1,224 $121K
Quarry LP 0.03% Reduce -37.8% 1,214 $120K
Natixis 0.00% Reduce -93.1% 1,182 $115K
First Horizon Advisors, Inc. 0.00% No change 1,165 $115K
Rossby Financial, LCC 0.05% New 1,000 $109K
Huntington National Bank 0.00% Reduce -33.6% 1,093 $108K
Blue Trust, Inc. 0.00% Add +91.5% 1,042 $103K
Oakworth Capital, Inc. 0.01% No change 1,005 $99K
UMB Bank, n.a. 0.00% Add +80.5% 915 $90K
NewEdge Advisors, LLC 0.00% Add +6.3% 913 $90K
CoreCap Advisors, LLC 0.00% No change 877 $87K
Lanark Financial, Inc. 0.01% — 848 $83K
Federation des caisses Desjardins du Quebec 0.00% Add +204.3% 785 $77K
Amundi 0.00% No change 763 $73K
Quadrant Capital Group LLC 0.00% Add +65.8% 721 $71K
SBI Securities Co., Ltd. 0.00% Add +36.3% 710 $70K
TD Waterhouse Canada Inc. 0.00% Add +3.9% 675 $68K
Hazlett, Burt & Watson, Inc. 0.03% Add +193.9% 632 $63K
AdvisorNet Financial, Inc 0.00% Reduce -21.2% 614 $61K
Fortis Group Advisors, LLC 0.01% No change 609 $60K
Lindbrook Capital, LLC 0.01% Add +158.1% 609 $60K
National Bank of Canada 0.00% Add +369.8% 559 $55K
Riverview Trust Co 0.05% No change 550 $54K
Walleye Trading LLC 0.00% Reduce -96.3% 479 $47K
Farther Finance Advisors, LLC 0.00% Add +109.6% 459 $46K
Sound Income Strategies, LLC 0.00% No change 447 $44K
V-Square Quantitative Management LLC 0.01% Add +4.2% 423 $42K
Caitong International Asset Management Co., Ltd 0.03% Reduce -48.4% 399 $39K
HHM Wealth Advisors, LLC 0.01% Add +34.5% 390 $38K
Vermillion Wealth Management, Inc. 0.01% Add +0.3% 363 $36K
Principal Securities, Inc. 0.00% No change 316 $35K
MassMutual Private Wealth & Trust, FSB 0.00% Add +200.0% 354 $35K
Nomura Asset Management Co. Ltd. 0.00% No change 350 $35K
Compass Financial Services Inc 0.02% New 330 $33K
Toth Financial Advisory Corp. 0.00% Reduce -92.0% 320 $32K
Centerpoint Advisors, LLC 0.01% No change 317 $31K
Salomon & Ludwin, LLC 0.00% No change 311 $31K
Stone House Investment Management, LLC 0.01% New 310 $31K
Ameriflex Group, Inc. 0.01% No change 300 $30K
Harbour Investments, Inc. 0.00% Reduce -5.0% 286 $28K
SouthState Bank Corp 0.00% Add +11.6% 279 $28K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -1.1% 268 $26K
Retirement Wealth Solutions LLC 0.02% No change 263 $26K
Parkside Financial Bank & Trust 0.00% Add +16.3% 243 $24K
University of Texas/Texas Am Investment Management Co. 0.00% New 235 $23K
Covestor Ltd 0.02% Add +74.6% 227 $23K
Smartleaf Asset Management LLC 0.00% Reduce -0.9% 228 $23K
Capital Advisors, Ltd. LLC 0.00% No change 222 $22K
Ransom Advisory, Ltd 0.01% No change 220 $22K
PFS Partners, LLC 0.01% No change 217 $21K
Quent Capital, LLC 0.00% Reduce -17.6% 210 $21K
Binnacle Investments Inc 0.01% — 208 $21K
Hollencrest Capital Management 0.00% No change 208 $21K
TCTC Holdings, LLC 0.00% Add +117.0% 204 $20K
MV Capital Management, Inc. 0.00% New 186 $18K
Rise Advisors, LLC 0.01% Reduce -22.5% 183 $18K
CENTRAL TRUST Co 0.00% No change 181 $18K
Washington Trust Advisors, Inc. 0.00% No change 171 $17K
Allworth Financial LP 0.00% Add +64.5% 153 $17K
Smithfield Trust Co 0.00% No change 165 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 161 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 157 $15K
PFG Private Wealth Management, LLC 0.01% New 155 $15K
WPG Advisers, LLC 0.01% Reduce -15.6% 151 $15K
Contravisory Investment Management, Inc. 0.00% Reduce -28.6% 145 $14K
Colonial Trust Co / SC 0.00% No change 142 $14K
Cornerstone Planning Group LLC 0.00% Add +72.4% 131 $14K
Richardson Capital Management LLC 0.01% New 135 $13K
Private Trust Co. NA 0.00% Add +4266.7% 131 $13K
SVB Wealth LLC 0.00% New 117 $12K
Rakuten Securities, Inc. 0.01% Reduce -55.2% 113 $11K
JFS Wealth Advisors, LLC 0.00% Add +0.9% 111 $11K
Valued Wealth Advisors LLC 0.01% No change 101 $10K
Wolff Wiese Magana LLC 0.01% No change 101 $10K
Aventura Private Wealth, LLC 0.01% Add +100.0% 100 $10K
Richards, Merrill & Peterson, Inc. 0.01% New 100 $10K
Gen-Wealth Partners Inc 0.00% No change 100 $10K
West Paces Advisors Inc. 0.00% No change 100 $10K
Security National Bank 0.00% No change 100 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $10K
Optiver Holding B.V. 0.00% New 96 $9K
Brooklyn Investment Group 0.00% Add +58.3% 95 $9K
CVA Family Office, LLC 0.00% Add +6.7% 80 $8K
TD Private Client Wealth LLC 0.00% Add +160.0% 78 $8K
St Germain D J Co. Inc. 0.00% No change 77 $8K
AllSquare Wealth Management LLC 0.00% No change 76 $7K
Bell Investment Advisors, Inc 0.00% No change 75 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 68 $7K
Bogart Wealth, LLC 0.00% No change 71 $7K
Kestra Investment Management, LLC 0.00% New 71 $7K
Continuum Advisory, LLC 0.00% Add +1.5% 69 $7K
Sachetta, LLC 0.00% No change 66 $7K
Bellevue Asset Management, LLC 0.00% No change 65 $6K
Farmers & Merchants Investments Inc. 0.00% Add +82.9% 64 $6K
Whipplewood Advisors, LLC 0.00% Reduce -74.6% 16 $6K
Runnymede Capital Advisors, Inc. 0.01% No change 62 $6K
Carolina Wealth Advisors, LLC 0.00% No change 62 $6K
Hager Investment Management Services, LLC 0.00% No change 60 $6K
Dagco, Inc. 0.00% New 60 $6K
Whittier Trust Co. of Nevada Inc. 0.00% No change 60 $6K
Trust Co. of Vermont 0.00% No change 58 $6K
NewSquare Capital LLC 0.00% Reduce -5.2% 55 $5K
Fortitude Family Office, LLC 0.00% No change 51 $5K
Hemington Wealth Management 0.00% Add +47.5% 59 $5K
Main Street Group, LTD 0.00% New 51 $5K
Park Square Financial Group, LLC 0.00% No change 50 $5K
Rosenberg Matthew Hamilton 0.00% No change 50 $5K
Creative Financial Designs Inc. 0.00% New 50 $5K
LGT Financial Advisors LLC 0.01% Reduce -88.7% 49 $5K
Key Financial Inc 0.00% Reduce -88.4% 46 $5K
Larson Financial Group LLC 0.00% Add +800.0% 45 $4K
Putney Financial Group LLC 0.00% No change 40 $4K
High Note Wealth, LLC 0.00% No change 31 $3K
SWAN Capital LLC 0.00% New 30 $3K
Creekmur Asset Management LLC 0.00% Reduce -60.0% 30 $3K
Park Place Capital Corp 0.00% No change 28 $3K
Rothschild Investment LLC 0.00% No change 25 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.3% 24 $2K
Financial Gravity Asset Management, Inc. 0.00% — 22 $2K
ORG Partners LLC 0.00% New 20 $2K
Hantz Financial Services, Inc. 0.00% New 21 $2K
SJS Investment Consulting Inc. 0.00% No change 15 $1K
Horizon Investments, LLC 0.00% No change 13 $1K
Bruce G. Allen Investments, LLC 0.00% No change 12 $1K
Laurel Wealth Advisors LLC 0.00% No change 12 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 11 $1K
Bare Financial Services, Inc 0.00% New 11 $1K
Investors Research Corp 0.00% New 10 $987
Cromwell Holdings LLC 0.00% New 8 $789
Global Financial Private Client, LLC 0.00% Add +100.0% 8 $789
MPWM Advisory Solutions, LLC 0.00% No change 7 $691
WealthTrak Capital Management LLC 0.00% Add +150.0% 5 $494
Curio Wealth, LLC 0.00% New 1 $334
Westend Capital Management, LLC 0.00% New 3 $296
Activest Wealth Management 0.00% New 3 $296
Bay Harbor Wealth Management, LLC 0.00% New 3 $295
American Capital Advisory, LLC 0.00% New 2 $198
HFM Investment Advisors, LLC 0.00% — 2 $198
Manchester Capital Management LLC 0.00% Reduce -33.3% 2 $198
Private Wealth Asset Management, LLC 0.00% — 1 $99

"% of holder's portfolio" is BWXT's weight in each manager's 13F, not the share of BWX Technologies Inc. the manager owns.